Huy
Nguyen
Bok Financial Securities, Inc
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About this Advisor
Huy Nguyen is a financial advisor based in Overland Park, Kansas, working with Bok Financial Securities, Inc. Huy has previously held positions at Wells Fargo Clearing Services, Wells Fargo Bank, Bokf, Na, and Bok Financial Securities, Inc. Huy has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Huy is part of Bok Financial Securities, Inc, which operates out of Overland Park, Kansas. The firm has 109 offices and 165 employees. The firm manages assets totaling $737.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Bok Financial Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Bok Financial Securities, Inc Brokerage Details
$737,556,409
165
3,101
$237,845
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Huy Nguyen Work History
Bokf, Na
Bok Financial Securities, Inc
Wells Fargo Clearing Services
Wells Fargo Bank
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Huy Nguyen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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